AA
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Addison Advisors’s Oracle ORCL Stock Holding History

Addison Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
7,125
+360
+5% +$58.5K 0.23% 78
2025
Q4 		$1.32M Sell
6,765
-617
-8% -$147K 0.3% 70
2025
Q3 		$2.08M Buy
7,382
+530
+8% +$135K 0.48% 49
2025
Q2 		$1.5M Buy
6,852
+1,265
+23% +$204K 0.37% 58
2025
Q1 		$781K Buy
5,587
+45
+0.8% +$7.33K 0.21% 78
2024
Q4 		$924K Buy
5,542
+46
+0.8% +$8.17K 0.26% 70
2024
Q3 		$937K Sell
5,496
-70
-1% -$10.1K 0.26% 69
2024
Q2 		$786K Buy
5,566
+300
+6% +$37.3K 0.25% 74
2024
Q1 		$661K Sell
5,266
-472
-8% -$54K 0.23% 81
2023
Q4 		$605K Buy
5,738
+566
+11% +$61.8K 0.24% 79
2023
Q3 		$548K Buy
5,172
+39
+0.8% +$4.51K 0.26% 76
2023
Q2 		$611K Buy
5,133
+181
+4% +$18.7K 0.3% 66
2023
Q1 		$460K Buy
4,952
+46
+0.9% +$4.03K 0.26% 77
2022
Q4 		$401K Buy
4,906
+82
+2% +$6.23K 0.24% 83
2022
Q3 		$295K Sell
4,824
-435
-8% -$31.8K 0.18% 95
2022
Q2 		$367K Sell
5,259
-151
-3% -$11.1K 0.22% 85
2022
Q1 		$448K Buy
5,410
+1,342
+33% +$109K 0.25% 81
2021
Q4 		$355K Buy
4,068
+2,216
+120% +$208K 0.22% 79
2021
Q3 		$161K Buy
1,852
+18
+1% +$1.59K 0.13% 93
2021
Q2 		$143K Buy
+1,834
New +$144K 0.12% 109
2020
Q4 		$99K Buy
+1,537
New +$91.5K 0.09% 128

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Addison Advisors's ORCL Position: Q1 2026 in Review

Addison Advisors increased its Oracle (ORCL) stake by 5.3% in Q1 2026, buying an estimated $58.5K and bringing the position to 7,125 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #78.

Addison Advisors first reported a position in ORCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.08M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Addison Advisors held 7,125 shares of Oracle worth $1.05M as of Q1 2026.
  • Addison Advisors bought 360 Oracle shares in Q1 2026, an estimated $58.5K.
  • Oracle made up 0.23% of Addison Advisors's portfolio in Q1 2026, its #78 holding.
  • Addison Advisors first reported a position in Oracle in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Oracle position peaked at $2.08M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.